Settings

Overview Each staff and faculty user has their own individual user settings that allow each user to decide how to best utilize Student Success & Engagement based on their duties and preferences. To access the individual user settings, click on the “Settings” link from the top right menu that displays by clicking on your profile picture. Caseload "CASELOAD” user setting...

This article is intended to provide an outline of SS&E Features and Functionalities to consider as we transition to online teaching and student support. Upon your review, please reach out to your Client Success Manager as we are here to help and will support your team to navigate these transitions together.  Features and Functionalities to Consider:  1. Enable SS&E 2-wa...

1. Navigate to the Administration screens and click on Relationships - Relationships. Search for the staff member whose entire caseload is not showing. Verify if they are assigned as a primary advisor/coach on student records. 2. Impersonate the staff member from People Administration. 3. Check the staff member's User Settings. By default, only Current Students is sele...

Overview Caseload settings are individual user settings listed on the "Settings" menu accessed by clicking on the logged-in user's top right profile pic SS&E menu dropdown. After selecting the Settings menu, each user can scroll to the Caseload section to view or edit which students are considered as included "on caseload". The Caseload setting determines which studen...